Designations and Licenses

Ashley is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Ashley provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Ashley was a senior director, wealth advisor with Sequoia Financial Group. She has also worked as a credit analyst at Bank of America. She brings a background in holistic financial planning, with experience designing and implementing customized strategies across retirement, investment, tax, estate, college and insurance planning. She also has experience in risk analysis and credit management, helping clients navigate lending options and long-term financial solutions.

Ashley holds a bachelor’s degree in accounting and an MBA in finance and accounting from Ursuline College.

Personal Interests

Away from the office, Ashley is an active volunteer, loves traveling, spending time with family and friends and watching football, especially OSU Buckeyes. She is also a member of the Financial Planning Association of Northeast Ohio.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.